SMITHBRIDGE ASSET MANAGEMENT INC/DE
Position in UNH — Unitedhealth Group Inc
CIK 1103245
Chadds Ford, PA
Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,489,617
-$864,245 QoQ
Shares Held
3,584
-58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,572
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $1,903,418 across 2 Healthcare Plans names. UNH ranks #1 (78.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,584 | $1,489,617 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,070 | $413,801 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,617 | 3,584 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,353,862 | 8,699 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,899,725 | 17,872 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,962,996 | 14,373 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,695,500 | 21,462 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,558,115 | 22,068 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $13,113,787 | 22,429 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,974,043 | 21,549 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $11,209,902 | 22,660 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,264,118 | 23,295 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,859,557 | 23,522 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,645,426 | 24,229 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $11,580,345 | 24,504 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $12,974,564 | 24,472 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $7,620,548 | 15,089 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,618,160 | 14,832 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,525,117 | 14,756 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,167,546 | 14,274 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,577,032 | 14,273 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $5,774,745 | 14,421 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $5,319,112 | 14,296 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $4,721,906 | 13,465 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $4,162,129 | 13,350 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,001,291 | 13,566 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $3,432,965 | 13,766 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||